As TCs we hear so much about task list, transaction management systems, email templates, but hear little about onboarding systems & process.
Well it's about time we get that corrected. We'll have a number of things coming out on this topic over the next few months, but we thought we'd kick it off with this master mind. We have two amazing leaders that agreed to share their current processes with us. So a huge shout out to both of these amazing and talented woman for both their time and expertise.
Jill Goldberg and her team Minnesota Transaction Coordinators shared her recommendation and suggested process:
Michelle from her team Hometown Transaction Coordinators mentions having a system for onboarding, like a course or sets of videos, as well as celebrating milestones.
You may watch the video here: https://youtu.be/oWMIxdIZt5U
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For more lessons like this, visit our website: https://www.cultivatewins.com
Or sign up for our Membership: https://www.cultivatewins.com/membership
We also offer coaching, leave us a comment or message if you are interested https://www.cultivatewins.com/coaches
If you want to connect with Jill and Michelle:
Michelle Martinez, Hometown Transaction Coordinators
michelle@hometowntc.com
www.HometownTC.com
Jill Goldberg, Minnesota Transaction Coordinators, LLC
[email protected]
www.mntransactions.com
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